Home > Old Second National Bank > Gross Fiduciary and Related Services Income

Old Second National Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,298,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,179,00084
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$861,000181
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,169,000223
Foundation and endowment and agency accounts income$31,000312
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$77,000262
YTD Gross income other trust accounts$119,000119
Gross Fiduciary activities income$6,734,000225
YTD fiduciary expense (Dec. only)$5,505,000203
YTD fiduciary net loss (Dec. only)$6,000176
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,223,000274
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,592,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$884,00087
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$654,000172
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,641,000218
Foundation and endowment and agency accounts income$24,000259
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$55,000241
YTD Gross income other trust accounts$89,000110
Gross Fiduciary activities income$4,939,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,054,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$566,00086
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$439,000172
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,098,000211
Foundation and endowment and agency accounts income$16,000303
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$38,000252
YTD Gross income other trust accounts$62,000117
Gross Fiduciary activities income$3,273,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$482,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$293,00088
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$221,000175
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$533,000175
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$19,000238
YTD Gross income other trust accounts$34,000102
Gross Fiduciary activities income$1,582,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,359,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,135,00091
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$933,000174
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,031,000184
Foundation and endowment and agency accounts income$39,000312
YTD Gross income other trust and agency accounts$205,00035
YTD Gross income custody and safekeeping agency accounts$92,000240
YTD Gross income other trust accounts$272,00098
Gross Fiduciary activities income$7,066,000228
YTD fiduciary expense (Dec. only)$5,419,000203
YTD fiduciary net loss (Dec. only)$6,000164
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,641,000256
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,725,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$855,00091
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$712,000173
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,718,000174
Foundation and endowment and agency accounts income$32,000267
YTD Gross income other trust and agency accounts$204,00030
YTD Gross income custody and safekeeping agency accounts$63,000230
YTD Gross income other trust accounts$52,000131
Gross Fiduciary activities income$5,361,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,218,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$585,00084
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$481,000163
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,142,000160
Foundation and endowment and agency accounts income$23,000280
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000219
YTD Gross income other trust accounts$28,000128
Gross Fiduciary activities income$3,703,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$613,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,00084
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$246,000163
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$593,000153
Foundation and endowment and agency accounts income$14,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000211
YTD Gross income other trust accounts$1,000145
Gross Fiduciary activities income$1,933,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,533,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,269,00083
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$967,000171
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,291,000158
Foundation and endowment and agency accounts income$53,000270
YTD Gross income other trust and agency accounts$88,00039
YTD Gross income custody and safekeeping agency accounts$108,000206
YTD Gross income other trust accounts$39,000139
Gross Fiduciary activities income$7,348,000195
YTD fiduciary expense (Dec. only)$5,070,000173
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$5,000124
YTD net fiduciary income (Dec. only)$2,283,000198
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,859,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$961,00083
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$717,000165
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,698,000158
Foundation and endowment and agency accounts income$40,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000198
YTD Gross income other trust accounts$38,000119
Gross Fiduciary activities income$5,458,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,214,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$634,00084
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$471,000168
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,118,000156
Foundation and endowment and agency accounts income$13,000277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000207
YTD Gross income other trust accounts$30,000124
Gross Fiduciary activities income$3,581,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$550,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$300,00087
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$231,000168
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$538,000159
Foundation and endowment and agency accounts income$13,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000202
YTD Gross income other trust accounts$13,000107
Gross Fiduciary activities income$1,689,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,183,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,089,00089
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$806,000167
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,938,000164
Foundation and endowment and agency accounts income$70,000246
YTD Gross income other trust and agency accounts$81,00043
YTD Gross income custody and safekeeping agency accounts$113,000199
YTD Gross income other trust accounts$130,000116
Gross Fiduciary activities income$6,410,000196
YTD fiduciary expense (Dec. only)$4,813,000175
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$6,000131
YTD net fiduciary income (Dec. only)$1,603,000200
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,597,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$766,00090
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$594,000162
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,434,000161
Foundation and endowment and agency accounts income$58,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000197
YTD Gross income other trust accounts$112,000100
Gross Fiduciary activities income$4,702,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,065,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$545,00085
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$394,000166
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$977,000159
Foundation and endowment and agency accounts income$45,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000203
YTD Gross income other trust accounts$76,000107
Gross Fiduciary activities income$3,196,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$474,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$267,00089
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$204,000161
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$491,000158
Foundation and endowment and agency accounts income$23,000204
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000203
YTD Gross income other trust accounts$33,00097
Gross Fiduciary activities income$1,532,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,436,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,038,00089
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$773,000165
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,951,000161
Foundation and endowment and agency accounts income$93,000224
YTD Gross income other trust and agency accounts$91,00044
YTD Gross income custody and safekeeping agency accounts$105,000205
YTD Gross income other trust accounts$169,000105
Gross Fiduciary activities income$6,656,000181
YTD fiduciary expense (Dec. only)$5,000,000169
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$4,000127
YTD net fiduciary income (Dec. only)$1,660,000195
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,809,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$759,00090
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$571,000161
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,465,000158
Foundation and endowment and agency accounts income$69,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000191
YTD Gross income other trust accounts$128,000103
Gross Fiduciary activities income$4,955,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,146,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$490,00091
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$375,000166
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$981,000158
Foundation and endowment and agency accounts income$46,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000199
YTD Gross income other trust accounts$77,000103
Gross Fiduciary activities income$3,225,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$475,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,00093
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$183,000168
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$473,000159
Foundation and endowment and agency accounts income$23,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000198
YTD Gross income other trust accounts$37,00095
Gross Fiduciary activities income$1,486,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,310,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,021,00089
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$729,000163
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,884,000165
Foundation and endowment and agency accounts income$91,000233
YTD Gross income other trust and agency accounts$98,00046
YTD Gross income custody and safekeeping agency accounts$119,000199
YTD Gross income other trust accounts$165,00099
Gross Fiduciary activities income$6,417,000187
YTD fiduciary expense (Dec. only)$4,540,000171
YTD fiduciary net loss (Dec. only)$5,000151
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,872,000186
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,691,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$768,00089
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$547,000163
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,419,000164
Foundation and endowment and agency accounts income$68,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000189
YTD Gross income other trust accounts$128,000101
Gross Fiduciary activities income$4,784,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,086,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$506,00091
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$360,000162
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$942,000162
Foundation and endowment and agency accounts income$45,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000185
YTD Gross income other trust accounts$86,000101
Gross Fiduciary activities income$3,140,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$497,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$254,00088
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$179,000164
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$460,000164
Foundation and endowment and agency accounts income$22,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000188
YTD Gross income other trust accounts$38,00098
Gross Fiduciary activities income$1,495,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,398,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$951,00096
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$662,000165
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,752,000166
Foundation and endowment and agency accounts income$81,000239
YTD Gross income other trust and agency accounts$91,00061
YTD Gross income custody and safekeeping agency accounts$113,000202
YTD Gross income other trust accounts$155,000107
Gross Fiduciary activities income$6,203,000185
YTD fiduciary expense (Dec. only)$4,170,000186
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$2,030,000163
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,749,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$705,00094
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$485,000163
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,300,000163
Foundation and endowment and agency accounts income$59,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000189
YTD Gross income other trust accounts$112,000107
Gross Fiduciary activities income$4,564,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,260,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$468,00096
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$314,000165
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$871,000163
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000192
YTD Gross income other trust accounts$83,000102
Gross Fiduciary activities income$3,096,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$548,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$234,00097
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$167,000158
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$426,000158
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000197
YTD Gross income other trust accounts$41,00087
Gross Fiduciary activities income$1,458,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,073,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$880,00095
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$631,000163
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,709,000157
Foundation and endowment and agency accounts income$73,000241
YTD Gross income other trust and agency accounts$102,00056
YTD Gross income custody and safekeeping agency accounts$90,000218
YTD Gross income other trust accounts$112,000126
Gross Fiduciary activities income$5,670,000184
YTD fiduciary expense (Dec. only)$4,144,000175
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,526,000182
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,574,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$650,00094
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$471,000158
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,285,000158
Foundation and endowment and agency accounts income$55,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000204
YTD Gross income other trust accounts$89,000115
Gross Fiduciary activities income$4,274,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,079,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$425,00098
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$310,000161
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$857,000159
Foundation and endowment and agency accounts income$36,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000224
YTD Gross income other trust accounts$64,000113
Gross Fiduciary activities income$2,872,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$512,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000100
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$151,000165
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$406,000161
Foundation and endowment and agency accounts income$17,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000226
YTD Gross income other trust accounts$29,000101
Gross Fiduciary activities income$1,369,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,331,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$899,00098
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$612,000160
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,721,000155
Foundation and endowment and agency accounts income$76,000242
YTD Gross income other trust and agency accounts$103,00058
YTD Gross income custody and safekeeping agency accounts$105,000209
YTD Gross income other trust accounts$106,000123
Gross Fiduciary activities income$5,953,000179
YTD fiduciary expense (Dec. only)$3,904,000182
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,049,000161
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,784,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$683,000100
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$456,000158
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,303,000152
Foundation and endowment and agency accounts income$57,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000185
YTD Gross income other trust accounts$75,000120
Gross Fiduciary activities income$4,526,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,231,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$453,00099
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$304,000160
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$884,000154
Foundation and endowment and agency accounts income$38,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000174
YTD Gross income other trust accounts$46,000125
Gross Fiduciary activities income$3,082,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$603,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$230,00097
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$147,000164
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$423,000163
Foundation and endowment and agency accounts income$19,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000188
YTD Gross income other trust accounts$17,000130
Gross Fiduciary activities income$1,486,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,717,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$827,000106
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$564,000167
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,656,000159
Foundation and endowment and agency accounts income$145,000175
YTD Gross income other trust and agency accounts$111,00053
YTD Gross income custody and safekeeping agency accounts$51,000305
YTD Gross income other trust accounts$127,000119
Gross Fiduciary activities income$6,198,000167
YTD fiduciary expense (Dec. only)$3,731,000185
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,454,000139
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,994,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$611,000103
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$423,000163
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,244,000157
Foundation and endowment and agency accounts income$126,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000260
YTD Gross income other trust accounts$90,000116
Gross Fiduciary activities income$4,619,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,369,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$394,000110
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$279,000162
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$822,000161
Foundation and endowment and agency accounts income$107,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000253
YTD Gross income other trust accounts$77,000102
Gross Fiduciary activities income$3,136,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$610,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$188,000113
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$140,000162
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$388,000166
Foundation and endowment and agency accounts income$89,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000259
YTD Gross income other trust accounts$15,000125
Gross Fiduciary activities income$1,459,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,742,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$754,000110
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$536,000160
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,562,000153
Foundation and endowment and agency accounts income$420,00095
YTD Gross income other trust and agency accounts$111,00051
YTD Gross income custody and safekeeping agency accounts$53,000288
YTD Gross income other trust accounts$161,000103
Gross Fiduciary activities income$6,339,000158
YTD fiduciary expense (Dec. only)$3,660,000179
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,672,000115
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,992,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$557,000108
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$396,000153
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,176,000145
Foundation and endowment and agency accounts income$313,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000243
YTD Gross income other trust accounts$103,000102
Gross Fiduciary activities income$4,666,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,376,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$360,000111
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$261,000156
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$789,000147
Foundation and endowment and agency accounts income$208,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000247
YTD Gross income other trust accounts$91,00091
Gross Fiduciary activities income$3,172,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$625,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000113
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$126,000157
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$386,000149
Foundation and endowment and agency accounts income$103,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000250
YTD Gross income other trust accounts$33,00098
Gross Fiduciary activities income$1,491,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,491,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$726,000107
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$486,000156
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,520,000144
Foundation and endowment and agency accounts income$400,00088
YTD Gross income other trust and agency accounts$125,00049
YTD Gross income custody and safekeeping agency accounts$45,000307
YTD Gross income other trust accounts$248,00083
Gross Fiduciary activities income$6,041,000153
YTD fiduciary expense (Dec. only)$3,493,000171
YTD fiduciary net loss (Dec. only)$2,000162
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$2,546,000110
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,903,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$514,000104
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$366,000151
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,159,000140
Foundation and endowment and agency accounts income$299,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000260
YTD Gross income other trust accounts$232,00073
Gross Fiduciary activities income$4,603,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,281,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,000124
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$235,000155
YTD Gross Income corporate trust and agency$1,000123
Investment management and investment advisory agency accounts income$799,000138
Foundation and endowment and agency accounts income$195,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000263
YTD Gross income other trust accounts$244,00064
Gross Fiduciary activities income$3,114,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$688,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$136,000124
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$118,000156
YTD Gross Income corporate trust and agency$1,000112
Investment management and investment advisory agency accounts income$450,000124
Foundation and endowment and agency accounts income$99,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000266
YTD Gross income other trust accounts$126,00055
Gross Fiduciary activities income$1,651,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,717,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$830,00096
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$517,000140
YTD Gross Income corporate trust and agency$1,000207
Investment management and investment advisory agency accounts income$1,844,000114
Foundation and endowment and agency accounts income$186,000135
YTD Gross income other trust and agency accounts$130,00051
YTD Gross income custody and safekeeping agency accounts$48,000298
YTD Gross income other trust accounts$544,00064
Gross Fiduciary activities income$6,817,000124
YTD fiduciary expense (Dec. only)$3,318,000171
YTD fiduciary net loss (Dec. only)$27,00099
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$3,472,00082
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,912,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$635,00093
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$396,000138
YTD Gross Income corporate trust and agency$1,000148
Investment management and investment advisory agency accounts income$1,462,000110
Foundation and endowment and agency accounts income$96,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000257
YTD Gross income other trust accounts$526,00056
Gross Fiduciary activities income$5,156,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,461,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$394,000101
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$312,000123
YTD Gross Income corporate trust and agency$1,000142
Investment management and investment advisory agency accounts income$915,000117
Foundation and endowment and agency accounts income$28,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000255
YTD Gross income other trust accounts$299,00058
Gross Fiduciary activities income$3,499,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$694,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$236,00090
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$141,000135
YTD Gross Income corporate trust and agency$1,000126
Investment management and investment advisory agency accounts income$498,000111
Foundation and endowment and agency accounts income$10,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$185,00049
Gross Fiduciary activities income$1,784,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,568,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$783,000100
YTD Gross Income employee benefit defined benefit$12,000223
YTD Gross Income from other retirement accounts$608,000120
YTD Gross Income corporate trust and agency$1,000214
Investment management and investment advisory agency accounts income$1,825,000114
Foundation and endowment and agency accounts income$331,00085
YTD Gross income other trust and agency accounts$116,00055
YTD Gross income custody and safekeeping agency accounts$97,000237
YTD Gross income other trust accounts$508,00066
Gross Fiduciary activities income$6,849,000121
YTD fiduciary expense (Dec. only)$3,235,000178
YTD fiduciary net loss (Dec. only)$20,00092
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$3,594,00081
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,963,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$610,00097
YTD Gross Income employee benefit defined benefit$12,000186
YTD Gross Income from other retirement accounts$465,000115
YTD Gross Income corporate trust and agency$1,000152
Investment management and investment advisory agency accounts income$1,393,000109
Foundation and endowment and agency accounts income$284,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000272
YTD Gross income other trust accounts$403,00062
Gross Fiduciary activities income$5,255,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,315,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$383,00098
YTD Gross Income employee benefit defined benefit$11,000171
YTD Gross Income from other retirement accounts$312,000117
YTD Gross Income corporate trust and agency$1,000149
Investment management and investment advisory agency accounts income$921,000114
Foundation and endowment and agency accounts income$184,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000280
YTD Gross income other trust accounts$299,00059
Gross Fiduciary activities income$3,509,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$624,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000118
YTD Gross Income employee benefit defined benefit$1,000214
YTD Gross Income from other retirement accounts$156,000115
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$451,000112
Foundation and endowment and agency accounts income$105,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000262
YTD Gross income other trust accounts$133,00060
Gross Fiduciary activities income$1,657,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,335,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$719,000103
YTD Gross Income employee benefit defined benefit$3,000261
YTD Gross Income from other retirement accounts$593,000109
YTD Gross Income corporate trust and agency$1,000225
Investment management and investment advisory agency accounts income$1,717,000115
Foundation and endowment and agency accounts income$422,00060
YTD Gross income other trust and agency accounts$124,00051
YTD Gross income custody and safekeeping agency accounts$93,000240
YTD Gross income other trust accounts$761,00056
Gross Fiduciary activities income$7,768,000104
YTD fiduciary expense (Dec. only)$3,293,000179
YTD fiduciary net loss (Dec. only)$12,000134
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$4,463,00065
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,799,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$565,00095
YTD Gross Income employee benefit defined benefit$3,000204
YTD Gross Income from other retirement accounts$437,000106
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000227
YTD Gross income other trust accounts$554,00059
Gross Fiduciary activities income$5,801,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,737,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$381,00093
YTD Gross Income employee benefit defined benefit$2,000205
YTD Gross Income from other retirement accounts$285,000106
YTD Gross Income corporate trust and agency$1,000145
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000265
YTD Gross income other trust accounts$377,00065
Gross Fiduciary activities income$3,760,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$951,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,00093
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$141,000105
YTD Gross Income corporate trust and agency$1,000132
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000227
YTD Gross income other trust accounts$171,00062
Gross Fiduciary activities income$1,904,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$142,00066
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,125,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,372,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,405,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,198,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$202,00057
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,666,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,272,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,409,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,176,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$44,000106
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,595,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,494,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,787,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,734,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$43,000124
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,644,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,858,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,281,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,649,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,807,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,322,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,864,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,373,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,393,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,044,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,643,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,260,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,068,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,041,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,115,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,472,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,154,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,917,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,710,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,899,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,506,000322
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,251,000355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,218,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA